Position in AFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,113,783
+$281,298 QoQ
Shares Held
18,028
+7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#535
of 1,687 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Florida Trust Wealth Management Co holds $3,576,363 across 4 Insurance - Life names. AFL ranks #1 (59.1% of the industry book) .
All Filings in AFL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,113,783 | 18,028 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,832,485 | 16,703 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,772,920 | 16,078 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,450,201 | 12,983 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,293,360 | 12,264 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,363,633 | 12,264 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,563,391 | 15,114 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,773,930 | 15,867 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $1,417,080 | 15,867 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,372,299 | 15,983 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $1,311,337 | 15,895 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||